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Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?


To: eric deaver who wrote (12126)3/3/1998 10:30:00 AM
From: M. Frank Greiffenstein  Respond to of 31646
 
Exactly, Eric...

To give less value to TAVAs y2k cash than you would to money sitting in a bank is stupid. It says that TAVA management does not know what to do with money, that it is dead weight. Does anybody consider ROE as an important indicator anymore, or has that been thrown out in the New Era? Too funny.

I agree that Scheonstadt has put alot of thought and time into the EPRI question. I appreciate that. But there has been no evidence that EPRI will compete with TAVA. If they are competing, then they are charging the helluva lot more than TAVA for assessments. They need to work on their price point a little bit.

DocStone

DocStone



To: eric deaver who wrote (12126)3/3/1998 11:35:00 AM
From: Skeptic  Read Replies (1) | Respond to of 31646
 
...the relationships being built under Y2K have a value. Under your formula (if I am understanding it now) the value of these relationships is $0 and that's is simply not fair.

Please read my post again. You are obviously not understanding it. I said that the value of the relationships is reflected in the P/E applied to post-Y2K earnings and showed that the market is roughly doubling the value of the core business as a result.